iShares 0-5 YR Inv GRDSLQDETF
13F holders, Q1 2024 (March 31)233holders
1famous investor
$49.22avg. 13F price*
At the end of Q1 2024, 233 institutions reported holding iShares 0-5 YR Inv GRD Corp. (SLQD) in their 13F filings. The largest holders were Morgan Stanley ($135.0M), Ameriprise Financial Inc. ($83.3M) and UBS Group AG ($61.5M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares 0-5 YR Inv GRD Corp.
- CUSIP
- 46434V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $35.1M |
| Exits | 27 | $47.4M |
Ownership 233 holders
| Morgan Stanley | 0.01% | Reduce -8.9% | 2,743,678 | $135.0M |
| Ameriprise Financial Inc. | 0.02% | Add +2.2% | 1,692,943 | $83.3M |
| UBS Group AG | 0.02% | Add +12.0% | 1,250,159 | $61.5M |
| Farmers & Merchants Investments Inc. | 1.68% | Add +0.2% | 1,011,062 | $49.8M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +40.5% | 890,612 | $43.8M |
| LPL Financial LLC | 0.02% | Add +4.1% | 794,284 | $39.1M |
| LJI Wealth Management, LLC | 9.85% | Add +5.3% | 773,334 | $38.1M |
| Bank of America Corp. | 0.00% | Reduce -12.5% | 744,774 | $36.7M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +143.7% | 741,563 | $36.5M |
| Royal Bank of Canada | 0.01% | Reduce -5.5% | 571,653 | $28.1M |
| Tiaa Trust, National Association | 0.07% | Reduce -7.9% | 494,105 | $24.3M |
| World Investment Advisors | 3.21% | Reduce -34.0% | 455,446 | $22.4M |
| Allianz Asset Management GmbH | 0.03% | Reduce -10.5% | 388,503 | $19.1M |
| Williams Financial, LLC | 12.29% | New | 375,165 | $18.5M |
| Creative Financial Designs Inc. | 1.59% | Add +8.2% | 341,668 | $16.8M |
| River Wealth Advisors LLC | 2.42% | Reduce -3.4% | 337,924 | $16.6M |
| Wiser Wealth Management, Inc | 5.33% | Add +4.7% | 330,082 | $16.2M |
| Renaissance Technologies | 0.02% | Reduce -7.6% | 316,230 | $15.6M |
| Osaic Holdings, Inc. | 0.03% | Reduce -10.1% | 313,940 | $15.5M |
| Greenup Street Wealth Management LLC | 3.84% | Add +14.6% | 310,859 | $15.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.4% | 285,599 | $14.1M |
| Cetera Investment Advisers | 0.03% | Add +155.6% | 266,197 | $13.1M |
| Bramshill Investments, LLC | 1.47% | Add +20.7% | 252,794 | $12.4M |
| Camden National Bank | 2.10% | Add +0.1% | 242,186 | $11.9M |
| Global Wealth Management Investment Advisory, Inc. | 2.86% | Add +3.3% | 237,283 | $11.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -35.5% | 231,521 | $11.4M |
| Partners Capital Investment Group, LLP | 0.33% | Reduce -19.9% | 226,698 | $11.2M |
| Harel Insurance Investments & Financial Services Ltd. | 0.22% | Add +82.3% | 226,000 | $11.1M |
| Thrivent Financial for Lutherans | 0.02% | Add +6.2% | 224,555 | $11.1M |
| Stifel Financial Corp. | 0.01% | Add +38.8% | 198,232 | $9.8M |
| Colonial Trust Advisors | 0.94% | Add +9.9% | 192,400 | $9.5M |
| Scotia Capital Inc. | 0.05% | Add +33.6% | 182,973 | $9.0M |
| Meiji Yasuda Life Insurance Co | 0.16% | No change | 156,400 | $7.7M |
| Waverly Advisors, LLC | 0.18% | New | 155,373 | $7.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.6% | 155,116 | $7.6M |
| Coombe, Bender & Co LLC | 4.51% | Add +22.2% | 150,655 | $7.4M |
| Probity Advisors, Inc. | 1.50% | Reduce -57.5% | 146,955 | $7.2M |
| Integral Investment Advisors, Inc. | 2.92% | Add +3.4% | 143,162 | $7.1M |
| Saiph Capital, LLC | 3.24% | Add +4.8% | 141,678 | $7.0M |
| Wells Fargo & Company | 0.00% | Reduce -30.6% | 138,572 | $6.8M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.54% | No change | 135,000 | $6.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -9.0% | 133,770 | $6.6M |
| Main Management LLC | 0.56% | Add +4.5% | 132,239 | $6.5M |
| Atria Investments, Inc | 0.09% | Add +98.7% | 126,429 | $6.2M |
| Federation des caisses Desjardins du Quebec | 0.04% | Reduce -2.1% | 125,948 | $6.2M |
| Colonial Trust Co / SC | 1.08% | Add +8.9% | 116,883 | $5.8M |
| Rosenberg Matthew Hamilton | 1.66% | Reduce -0.9% | 117,145 | $5.7M |
| Lido Advisors, LLC | 0.05% | Add +55.0% | 112,732 | $5.5M |
| Charter Oak Capital Management, LLC | 0.57% | Reduce -12.0% | 108,907 | $5.4M |
| MML Investors Services, LLC | 0.02% | Reduce -2.3% | 108,480 | $5.3M |
| Sierra Capital LLC | 0.68% | Add +37.7% | 105,036 | $5.2M |
| DecisionPoint Financial, LLC | 2.00% | Reduce -0.1% | 102,554 | $5.0M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +5.1% | 101,754 | $5.0M |
| Baird Financial Group, Inc. | 0.01% | Reduce -13.7% | 100,939 | $5.0M |
| Northern Trust Corp. | 0.00% | Add +261.5% | 97,341 | $4.8M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -13.7% | 97,129 | $4.8M |
| Private Advisor Group, LLC | 0.03% | Add +804.7% | 95,768 | $4.7M |
| Summit Financial, LLC | 0.27% | Reduce -14.9% | 92,203 | $4.5M |
| Fairview Capital Investment Management, LLC | 0.25% | Reduce -0.5% | 91,300 | $4.5M |
| Raymond James & Associates | 0.00% | Reduce -4.5% | 83,900 | $4.1M |
| PrairieView Partners, LLC | 0.44% | Add +1.6% | 77,903 | $3.8M |
| IPG Investment Advisors LLC | 0.84% | Add +7.4% | 77,761 | $3.8M |
| Rockbridge Investment Management, LCC | 0.56% | Reduce -2.8% | 77,656 | $3.8M |
| Trail Ridge Investment Advisors, LLC | 2.05% | Add +103.7% | 73,557 | $3.6M |
| Principal Securities, Inc. | 0.11% | Add +9.8% | 70,301 | $3.5M |
| Concourse Financial Group Securities, Inc. | 0.21% | Add +5.5% | 67,140 | $3.3M |
| Ifrah Financial Services, Inc. | 0.89% | Add +4.9% | 64,655 | $3.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +12.5% | 63,481 | $3.1M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +12.5% | 63,481 | $3.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.2% | 60,758 | $3.0M |
| Dynamic Advisor Solutions LLC | 0.10% | Reduce -11.7% | 58,878 | $2.9M |
| Alterna Wealth Management, Inc. | 2.30% | Add +3.0% | 57,732 | $2.8M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +0.1% | 53,808 | $2.6M |
| Bank of Montreal | 0.00% | Add +3.4% | 52,633 | $2.6M |
| Laurel Wealth Advisors LLC | 0.38% | Reduce -2.2% | 45,430 | $2.2M |
| Macquarie Group Ltd. | 0.00% | Add +24.9% | 44,327 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.0% | 44,196 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -19.4% | 43,755 | $2.2M |
| American Money Management, LLC | 0.45% | Reduce -3.7% | 43,431 | $2.1M |
| FinTrust Capital Advisors, LLC | 0.41% | Reduce -5.3% | 42,720 | $2.1M |
| International Assets Investment Management, LLC | 0.22% | Reduce -3.1% | 42,766 | $2.1M |
| Cosner Financial Group, LLC | 1.50% | No change | 42,541 | $2.1M |
| Vista Investment Management | 0.84% | Reduce -0.7% | 42,047 | $2.1M |
| Curi Capital, LLC | 0.05% | New | 41,184 | $2.0M |
| Composition Wealth, LLC | 0.05% | Reduce -0.0% | 39,145 | $1.9M |
| Fonville Wealth Management LLC | 0.84% | Add +3.8% | 38,396 | $1.9M |
| Cary Street Partners Investment Advisory LLC | 0.08% | Reduce -11.4% | 37,826 | $1.9M |
| Focus Partners Advisor Solutions, LLC | 0.05% | New | 36,732 | $1.8M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -5.7% | 35,758 | $1.8M |
| Argent Advisors, Inc. | 0.71% | Add +4.7% | 36,305 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.3% | 35,647 | $1.8M |
| Corient Private Wealth LP | 0.00% | Reduce -16.8% | 34,486 | $1.7M |
| NDWM LLC | 1.48% | Reduce -6.7% | 33,059 | $1.6M |
| Sugar Maple Asset Management, LLC | 1.48% | — | 31,173 | $1.5M |
| Life Planning Partners, Inc | 1.49% | Reduce -0.3% | 30,443 | $1.5M |
| Private Wealth Group, LLC | 0.75% | No change | 29,347 | $1.4M |
| Advocacy Wealth Management, LLC | 0.12% | Reduce -97.1% | 29,045 | $1.4M |
| Compound Planning, Inc. | 0.13% | Reduce -0.0% | 28,613 | $1.4M |
| Ameritas Advisory Services, LLC | 0.06% | Add +46.7% | 28,602 | $1.4M |
| NorthCoast Asset Management LLC | 0.02% | Add +4.5% | 28,004 | $1.4M |
"% of holder's portfolio" is SLQD's weight in each manager's 13F, not the share of iShares 0-5 YR Inv GRD Corp. the manager owns.